Seasonal Tax Pro & Advisor for Complex Returns

H&R Block; Quincy (MA); On-site; USD 66,000 - 110,000; Part time

Benefits offered by this job

Competitive pay

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Job summary

H&R Block, a trusted tax advisory firm, seeks a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax implications. In-person role at a local H&R Block office, focusing on complex individual and business returns with personalized recommendations.

The position emphasizes empathetic client service, opportunities to expand tax expertise, and a competitive hourly rate with incentives based on impact and performance.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Communication

Client-facing experience

Tax concepts explanation

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, a trusted tax advisory firm, seeks a seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax implications. In-person role at a local H&R Block office, focusing on complex individual and business returns with personalized recommendations.

The position emphasizes empathetic client service, opportunities to expand tax expertise, and a competitive hourly rate with incentives based on impact and performance.